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How to add cash opening balance on the web

To add cash opening balance. First, click on the “Settings” icon on the left dashboard. Now, select the “Bank Details” option from the menu,

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard.

go to settings

Step 2: Edit the Cash details.

Now, select the “Bank Details” option from the menu and click on the "Edit" option under the Actions section of the “Cash” column.

edit the cash details

Step 3: Add the opening cash balance.

A new form appears. Here, enter the relevant balance under the opening balance section.

enter the opening ballance

Step 4: Click on “Save & Update”.

Now, click on the “Save & Update” button present at the top right corner of the screen.

click on save and update

Congratulations! You have successfully added the cash opening balance and a pop-up will appear on the screen informing the same.

cash opening balance added

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